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Wisdomtree International HED (IHDG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares3,197,982 from 3,182,488
Change+15,494 (+0%)
Value$166.0M (-$723.4K)
Filed 2026-11-06
Falcon Wealth Planning
INCREASED
Shares1,066,194 from 998,941
Change+67,253 (+7%)
Value$55.3M (+$3.0M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares954,690 from 941,951
Change+12,739 (+1%)
Value$49.5M (+$209.0K)
Filed 2026-11-02
Trilogy Capital Inc.
INCREASED
Shares791,286 from 784,789
Change+6,497 (+1%)
Value$41.1M (-$39.5K)
Filed 2026-10-20
Capital Wealth Management, LLC
INCREASED
Shares465,892 from 451,633
Change+14,259 (+3%)
Value$24.2M (+$523.3K)
Filed 2026-10-27
Hunter Associates Investment Management LLC
DECREASED
Shares414,748 from 414,813
Change-65 (0%)
Value$21.5K (-$21.7M)
Filed 2026-10-26
Marietta Wealth Management, LLC
DECREASED
Shares385,730 from 389,425
Change-3,695 (-1%)
Value$20.0M (-$421.1K)
Filed 2026-10-22
Summit Asset Management, LLC
DECREASED
Shares381,373 from 384,135
Change-2,762 (-1%)
Value$19.8M (-$327.7K)
Filed 2026-11-05
Wealth Management Resources, Inc.
INCREASED
Shares336,169 from 329,179
Change+6,990 (+2%)
Value$17.4M (+$204.8K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares264,173 from 259,307
Change+4,866 (+2%)
Value$13.7M (+$128.1K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares239,644 from 247,150
Change-7,506 (-3%)
Value$12.4K (-$12.9M)
Filed 2026-11-02
Solano Wealth Investment Advisors LLC
INCREASED
Shares230,574 from 226,834
Change+3,740 (+2%)
Value$12.0M (+$85.2K)
Filed 2026-11-06
Melone Private Wealth, LLC
INCREASED
Shares213,102 from 205,264
Change+7,838 (+4%)
Value$11.1M (+$308.3K)
Filed 2026-10-16
Eagle Strategies LLC
DECREASED
Shares208,449 from 247,960
Change-39,511 (-16%)
Value$10.8M (-$2.2M)
Filed 2026-10-16
VestGen Advisors, LLC
DECREASED
Shares194,404 from 228,114
Change-33,710 (-15%)
Value$10.1M (-$1.9M)
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares186,074 from 180,438
Change+5,636 (+3%)
Value$9.7M (+$205.8K)
Filed 2026-11-04
Berkeley, Inc
INCREASED
Shares177,829 from 177,474
Change+355 (+0%)
Value$9.2M (-$66.8K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
DECREASED
Shares176,163 from 180,821
Change-4,658 (-3%)
Value$9.1M (-$328.6K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares166,263 from 158,083
Change+8,180 (+5%)
Value$8.6M (+$349.3K)
Filed 2026-10-08
Americana Partners, LLC
DECREASED
Shares103,896 from 108,750
Change-4,854 (-4%)
Value$5.4M (-$304.2K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares102,688 from 100,671
Change+2,017 (+2%)
Value$5.3M (+$56.4K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares101,280 from 104,773
Change-3,493 (-3%)
Value$5.3M (-$231.6K)
Filed 2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED
Shares94,638 from 93,706
Change+932 (+1%)
Value$4.9M (+$3.4K)
Filed 2026-10-19
Adamsbrown Wealth Consultants LLC
DECREASED
Shares87,561 from 88,838
Change-1,277 (-1%)
Value$4.5M (-$108.9K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares80,046 from 82,849
Change-2,803 (-3%)
Value$4.1M (-$224.8K)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares75,007 from 71,692
Change+3,315 (+5%)
Value$3.9M (+$137.6K)
Filed 2026-10-26
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares74,826 from 330,551
Change-255,725 (-77%)
Value$3.9M (-$13.4M)
Filed 2026-10-29
Western Wealth Management, LLC
DECREASED
Shares71,926 from 71,931
Change-5 (0%)
Value$3.7M (-$34.7K)
Filed 2026-11-09
IFP Advisors, Inc
INCREASED
Shares70,433 from 66,869
Change+3,564 (+5%)
Value$3.7M (+$152.9K)
Filed 2026-10-16
R2 Capital Strategies, LLC
INCREASED
Shares70,294 from 67,839
Change+2,455 (+4%)
Value$3.6M (+$94.9K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
DECREASED
Shares66,947 from 119,686
Change-52,739 (-44%)
Value$3.5M (-$2.8M)
Filed 2026-11-06
Trinity Wealth Management, LLC
DECREASED
Shares66,803 from 239,282
Change-172,479 (-72%)
Value$3.5M (-$9.1M)
Filed 2026-10-13
Prism Advisors, Inc.
DECREASED
Shares66,743 from 72,524
Change-5,781 (-8%)
Value$3.4M (-$358.2K)
Filed 2026-10-09
D.A. Davidson & Co.
INCREASED
Shares62,468 from 60,243
Change+2,225 (+4%)
Value$3.2M (+$86.6K)
Filed 2026-10-28
Choreo, LLC
NEW
Shares59,647
Change+59,647
Value$3.1M
Filed 2026-10-28
Sculati Wealth Management, LLC
DECREASED
Shares56,993 from 58,802
Change-1,809 (-3%)
Value$2.9M (-$111.8K)
Filed 2026-10-19
Nvest Wealth Strategies, Inc.
DECREASED
Shares55,521 from 78,033
Change-22,512 (-29%)
Value$2.9M (-$1.2M)
Filed 2026-10-14
Platform Technology Partners
INCREASED
Shares55,182 from 50,230
Change+4,952 (+10%)
Value$2.9M (+$232.9K)
Filed 2026-11-02
Old National Bancorp
UNCHANGED
Shares46,578 from 46,578
Change0 (0%)
Value$2.4M (-$22.4K)
Filed 2026-10-20
Mach-1 Financial Group, LLC
INCREASED
Shares45,338 from 40,403
Change+4,935 (+12%)
Value$2.4M (+$236.7K)
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
DECREASED
Shares40,427 from 43,028
Change-2,601 (-6%)
Value$2.1M (-$155.6K)
Filed 2026-10-23
Choice Wealth Advisors LLC
DECREASED
Shares39,262 from 42,460
Change-3,198 (-8%)
Value$2.0M (-$186.3K)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares38,610 from 38,720
Change-110 (0%)
Value$2.0M (-$24.3K)
Filed 2026-10-14
Bank of New York Mellon Corp
DECREASED
Shares38,501 from 38,502
Change-1 (0%)
Value$2.0M (-$18.5K)
Filed 2026-11-05
Provident Wealth Management, LLC
DECREASED
Shares37,387 from 40,406
Change-3,019 (-7%)
Value$1.9M (-$176.0K)
Filed 2026-10-20
Greykasell Wealth Strategies, Inc.
DECREASED
Shares36,651 from 37,052
Change-401 (-1%)
Value$1.9M (-$38.6K)
Filed 2026-11-09
Southland Equity Partners LLC
INCREASED
Shares35,240 from 34,765
Change+475 (+1%)
Value$1.8M (+$7.9K)
Filed 2026-10-14
Valley National Advisers Inc
INCREASED
Shares33,853 from 33,635
Change+218 (+1%)
Value$1.8M (-$4.8K)
Filed 2026-10-23
Sowell Financial Services LLC
INCREASED
Shares32,268 from 31,491
Change+777 (+2%)
Value$1.7M (+$25.2K)
Filed 2026-10-23
Sheets Smith Wealth Management
UNCHANGED
Shares32,235 from 32,235
Change0 (0%)
Value$1.7M (-$15.5K)
Filed 2026-10-16
Merit Financial Group, LLC
DECREASED
Shares31,567 from 33,009
Change-1,442 (-4%)
Value$1.6M (-$90.7K)
Filed 2026-11-06
XY Planning Network, Inc.
DECREASED
Shares29,939 from 30,335
Change-396 (-1%)
Value$1.6M (-$35.1K)
Filed 2026-10-14
Great Valley Advisor Group, Inc.
DECREASED
Shares28,854 from 36,642
Change-7,788 (-21%)
Value$1.5M (-$421.8K)
Filed 2026-11-09
Brookstone Capital Management
INCREASED
Shares28,421 from 24,623
Change+3,798 (+15%)
Value$1.5M (+$185.3K)
Filed 2026-10-22
Geneos Wealth Management Inc.
INCREASED
Shares26,895 from 24,620
Change+2,275 (+9%)
Value$1.4M (+$106.2K)
Filed 2026-11-09
Stonebridge Wealth Management, LLC
DECREASED
Shares26,244 from 27,755
Change-1,511 (-5%)
Value$1.4M (-$91.7K)
Filed 2026-10-09
Diversify Wealth Management, LLC
DECREASED
Shares25,441 from 27,647
Change-2,206 (-8%)
Value$1.3M (-$130.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares25,441 from 27,647
Change-2,206 (-8%)
Value$1.3M (-$130.1K)
Filed 2026-10-20
Northbridge Financial Group, LLC
DECREASED
Shares24,936 from 26,211
Change-1,275 (-5%)
Value$1.3M (-$74.5K)
Filed 2026-11-05
United Advisor Group, LLC
DECREASED
Shares23,714 from 24,993
Change-1,279 (-5%)
Value$1.2M (-$78.4K)
Filed 2026-11-03
Nwam LLC
INCREASED
Shares23,091 from 23,058
Change+33 (+0%)
Value$1.2M (-$9.4K)
Filed 2026-11-09
RFG Advisory, LLC
NEW
Shares22,998
Change+22,998
Value$1.2M
Filed 2026-11-03
J.W. Cole Advisors, Inc.
DECREASED
Shares22,469 from 24,152
Change-1,683 (-7%)
Value$1.2M (-$99.0K)
Filed 2026-11-05
Drive Wealth Management, LLC
DECREASED
Shares21,621 from 23,136
Change-1,515 (-7%)
Value$1.1M (-$89.7K)
Filed 2026-11-09
Jacobi Capital Management LLC
INCREASED
Shares21,471 from 20,933
Change+538 (+3%)
Value$1.1M (+$17.9K)
Filed 2026-11-05
Sloy Dahl & Holst, LLC
INCREASED
Shares21,398 from 21,362
Change+36 (+0%)
Value$1.1M (-$8.4K)
Filed 2026-10-14
Northstar Asset Management Co
UNCHANGED
Shares20,855 from 20,855
Change0 (0%)
Value$1.1M (+$1.5K)
Filed 2026-10-22
First Heartland Consultants, Inc.
DECREASED
Shares20,842 from 21,214
Change-372 (-2%)
Value$1.1M (-$29.5K)
Filed 2026-10-08
Prospera Financial Services Inc
DECREASED
Shares19,748 from 19,981
Change-233 (-1%)
Value$1.0M (-$23.6K)
Filed 2026-11-04
TopTier Wealth Management, LLC
DECREASED
Shares18,281 from 18,331
Change-50 (0%)
Value$948.8K (-$11.4K)
Filed 2026-10-16
Titleist Asset Management, LLC
DECREASED
Shares17,275 from 17,582
Change-307 (-2%)
Value$896.6K (-$24.4K)
Filed 2026-10-08
Cordatus Wealth Management LLC
DECREASED
Shares16,458 from 16,822
Change-364 (-2%)
Value$854.2K (-$27.0K)
Filed 2026-10-19
PFG Advisors
DECREASED
Shares15,483 from 16,862
Change-1,379 (-8%)
Value$803.5K (-$79.7K)
Filed 2026-10-16
Capital Advisors, Ltd. LLC
INCREASED
Shares15,330 from 15,327
Change+3 (+0%)
Value$796 (-$7)
Filed 2026-10-27
Colorado Capital Management, Inc.
UNCHANGED
Shares14,911 from 14,911
Change0 (0%)
Value$774 (-$7)
Filed 2026-10-15
Redhawk Wealth Advisors, Inc.
DECREASED
Shares14,755 from 20,373
Change-5,618 (-28%)
Value$765.8K (-$301.4K)
Filed 2026-10-14
Earned Wealth Advisors, LLC
INCREASED
Shares14,398 from 14,365
Change+33 (+0%)
Value$747.3K (-$5.2K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
DECREASED
Shares14,394 from 15,305
Change-911 (-6%)
Value$747.1K (-$54.6K)
Filed 2026-10-21
Summit Wealth Group LLC / Co
DECREASED
Shares13,787 from 24,541
Change-10,754 (-44%)
Value$715.6K (-$569.9K)
Filed 2026-10-29
Insight 2811, Inc.
UNCHANGED
Shares13,219 from 13,219
Change0 (0%)
Value$686.1K (-$6.3K)
Filed 2026-11-06
World Equity Group, Inc.
INCREASED
Shares12,903 from 10,712
Change+2,191 (+20%)
Value$669.7K (+$108.6K)
Filed 2026-10-14
Park Avenue Securities LLC
DECREASED
Shares12,309 from 12,525
Change-216 (-2%)
Value$639 (-$655.4K)
Filed 2026-10-26
Avestar Capital, LLC
DECREASED
Shares10,802 from 10,808
Change-6 (0%)
Value$560.6K (-$5.5K)
Filed 2026-10-28
Nations Financial Group Inc,
INCREASED
Shares10,459 from 10,203
Change+256 (+3%)
Value$542.8K (+$8.4K)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$519.0K (-$4.8K)
Filed 2026-10-16
Parallel Advisors, LLC
DECREASED
Shares9,621 from 9,638
Change-17 (0%)
Value$499.3K (-$5.5K)
Filed 2026-11-03
Centerpoint Advisory Group
DECREASED
Shares9,562 from 9,929
Change-367 (-4%)
Value$496.3K (-$23.8K)
Filed 2026-10-23
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares8,579 from 8,578
Change+1 (+0%)
Value$445.3K (-$4.0K)
Filed 2026-10-29
Yankcom Partnership
UNCHANGED
Shares8,400 from 8,400
Change0 (0%)
Value$436.0K (-$4.0K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
NEW
Shares8,267
Change+8,267
Value$429.1K
Filed 2026-11-03
MTM Investment Management, LLC
UNCHANGED
Shares8,005 from 8,005
Change0 (0%)
Value$415.5K (-$3.8K)
Filed 2026-10-30
Fifth Third Bancorp
INCREASED
Shares7,869 from 7,274
Change+595 (+8%)
Value$408.4K (+$27.4K)
Filed 2026-11-05
HB Wealth Management, LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$389.3K (-$3.6K)
Filed 2026-10-23
QTR Family Wealth, LLC
INCREASED
Shares7,247 from 7,238
Change+9 (+0%)
Value$376.1K (-$3.0K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares6,972 from 7,253
Change-281 (-4%)
Value$361.8K (-$18.1K)
Filed 2026-10-30
Foronjy Financial LLC
DECREASED
Shares6,841 from 6,893
Change-52 (-1%)
Value$355.1K (-$6.0K)
Filed 2026-10-14
Thoroughbred Financial Services, LLC
DECREASED
Shares6,755 from 7,072
Change-317 (-4%)
Value$350 (-$369.7K)
Filed 2026-11-09
Clark Asset Management, LLC
UNCHANGED
Shares6,682 from 6,682
Change0 (0%)
Value$346.8K (-$3.2K)
Filed 2026-10-19
Willner & Heller, LLC
DECREASED
Shares6,680 from 7,051
Change-371 (-5%)
Value$346.7K (-$22.6K)
Filed 2026-10-28
Cardinal Point Capital Management ULC
UNCHANGED
Shares6,350 from 6,350
Change0 (0%)
Value$329.6K (-$3.0K)
Filed 2026-10-21
Ifrah Financial Services, Inc.
DECREASED
Shares6,286 from 6,343
Change-57 (-1%)
Value$326.3K (-$6.0K)
Filed 2026-10-13
Insight Advisors, LLC/ PA
DECREASED
Shares6,049 from 6,527
Change-478 (-7%)
Value$314.0K (-$27.9K)
Filed 2026-10-22
HighTower Advisors, LLC
DECREASED
Shares6,014 from 7,648
Change-1,634 (-21%)
Value$312.1K (-$88.5K)
Filed 2026-11-10
Bfsg, LLC
UNCHANGED
Shares5,664 from 5,664
Change0 (0%)
Value$294.0K (-$2.7K)
Filed 2026-10-30
Aspen Investment Management Inc
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$285 (-$3)
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares5,294
Change+5,294
Value$274.8K
Filed 2026-10-28
Amplius Wealth Advisors, LLC
UNCHANGED
Shares5,180 from 5,180
Change0 (0%)
Value$268.8K (-$2.5K)
Filed 2026-10-20
Thrivent Financial for Lutherans
UNCHANGED
Shares4,626 from 4,626
Change0 (0%)
Value$240 (-$241.8K)
Filed 2026-11-05
Family Investment Center, Inc.
DECREASED
Shares4,575 from 4,604
Change-29 (-1%)
Value$237.5K (-$3.7K)
Filed 2026-10-19
Koshinski Asset Management, Inc.
UNCHANGED
Shares4,571 from 4,571
Change0 (0%)
Value$237.2K (-$2.2K)
Filed 2026-10-29
StoneX Group Inc.
DECREASED
Shares4,155 from 5,079
Change-924 (-18%)
Value$217.7K (-$44.4K)
Filed 2026-11-03
Clearstead Advisors, LLC
UNCHANGED
Shares4,111 from 4,111
Change0 (0%)
Value$213.4K (-$2.0K)
Filed 2026-11-06
Townsend Asset Management Corp
UNCHANGED
Shares4,014 from 4,014
Change0 (0%)
Value$208.3K (-$1.9K)
Filed 2026-10-29
Signature Equity Partners, LLC
DECREASED
Shares3,917 from 4,134
Change-217 (-5%)
Value$203.3K (-$13.3K)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares3,736 from 3,379
Change+357 (+11%)
Value$193.9K (+$16.9K)
Filed 2026-10-21
First Financial Corp
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$168.7K (-$1.6K)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares3,155
Change+3,155
Value$163.7K
Filed 2026-10-21
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares3,090 from 3,090
Change0 (0%)
Value$160.4K (-$1.5K)
Filed 2026-10-16
Pinnacle Bancorp, Inc.
UNCHANGED
Shares3,075 from 3,075
Change0 (0%)
Value$159.6K (-$1.5K)
Filed 2026-10-21
Versant Capital Management, Inc
UNCHANGED
Shares3,063 from 3,063
Change0 (0%)
Value$159.0K (-$1.5K)
Filed 2026-10-02
AlphaCore Capital LLC
DECREASED
Shares3,032 from 3,304
Change-272 (-8%)
Value$157.3K (-$15.7K)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares2,984 from 2,984
Change0 (0%)
Value$156.3K ($0)
Filed 2026-11-06
Key Capital Management, Inc
UNCHANGED
Shares2,911 from 2,911
Change0 (0%)
Value$151.1K (-$1.4K)
Filed 2026-11-03
Mather Group, Llc.
NEW
Shares2,525
Change+2,525
Value$131.0K
Filed 2026-10-14
Lanark Financial, Inc.
INCREASED
Shares2,056 from 2,047
Change+9 (+0%)
Value$106.7K (-$515)
Filed 2026-10-26
IAG Wealth Partners, LLC
UNCHANGED
Shares1,973 from 1,973
Change0 (0%)
Value$102.4K (-$947)
Filed 2026-11-06
Tompkins Financial Corp
UNCHANGED
Shares1,556 from 1,556
Change0 (0%)
Value$80.8K (-$747)
Filed 2026-10-05
Markowski Investments
INCREASED
Shares1,390 from 670
Change+720 (+107%)
Value$72.1K (+$37.0K)
Filed 2026-10-30
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares1,380 from 1,380
Change0 (0%)
Value$71.4K (-$897)
Filed 2026-10-29
Compass Financial Management LLC
DECREASED
Shares1,322 from 1,338
Change-16 (-1%)
Value$68.6K (-$1.5K)
Filed 2026-10-30
Private Trust Co NA
INCREASED
Shares1,046 from 100
Change+946 (+946%)
Value$54.3K (+$49.0K)
Filed 2026-10-20
CoreCap Advisors, LLC
DECREASED
Shares1,037 from 1,229
Change-192 (-16%)
Value$53.8K (-$10.6K)
Filed 2026-10-08
Bank of Montreal
INCREASED
Shares933 from 602
Change+331 (+55%)
Value$48.4K (+$16.9K)
Filed 2026-11-09
Jnba Financial Advisors
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$47.2K (-$437)
Filed 2026-11-03
Bessemer Group Inc
DECREASED
Shares868 from 878
Change-10 (-1%)
Value$45 (-$46.0K)
Filed 2026-11-09
KFG LLC
NEW
Shares773
Change+773
Value$40.1K
Filed 2026-11-02
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$38.9K (-$360)
Filed 2026-10-16
PNC Financial Services Group, Inc.
DECREASED
Shares726 from 2,665
Change-1,939 (-73%)
Value$37.7K (-$101.9K)
Filed 2026-11-06
Smithfield Trust Co
NEW
Shares488
Change+488
Value$25
Filed 2026-11-09
Hurley Capital, LLC
INCREASED
Shares482 from 481
Change+1 (+0%)
Value$25.0K (-$171)
Filed 2026-11-05
Accordant Advisory Group Inc
UNCHANGED
Shares439 from 439
Change0 (0%)
Value$22.8K (-$210)
Filed 2026-10-29
Barrett & Company, Inc.
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$17.8K (-$164)
Filed 2026-10-22
Rosenberg Matthew Hamilton
NEW
Shares303
Change+303
Value$15.7K
Filed 2026-10-05
Latitude Advisors, LLC
NEW
Shares246
Change+246
Value$12.8K
Filed 2026-10-27
General Partner, Inc.
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$11.7K (-$108)
Filed 2026-10-05
Decker Retirement Planning Inc.
NEW
Shares149
Change+149
Value$7.7K
Filed 2026-10-19
Cheviot Value Management, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$6.0K (-$56)
Filed 2026-11-09
Pflug Koory, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$3.6K (-$24)
Filed 2026-10-26
Ashton Thomas Securities, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$3.5K (-$32)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares66
Change+66
Value$3.4K
Filed 2026-11-03
Harbour Investments, Inc.
DECREASED
Shares31 from 193
Change-162 (-84%)
Value$1.6K (-$8.5K)
Filed 2026-11-09
Trust Co
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.3K (-$12)
Filed 2026-10-09
Kingdom Financial Group Llc.
NEW
Shares14
Change+14
Value$714
Filed 2026-11-04
Mission Wealth Management, LP
CLOSED
Shares0 from 22,189
Change-22,189 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-15
Montis Financial, LLC
CLOSED
Shares0 from 6,105
Change-6,105 (-100%)
Value$0 (-$319.8K)
Filed 2026-11-04
Facet Wealth, Inc.
CLOSED
Shares0 from 5,621
Change-5,621 (-100%)
Value$0 (-$294.4K)
Filed 2026-11-04
Atria Investments, Inc
CLOSED
Shares0 from 5,349
Change-5,349 (-100%)
Value$0 (-$280.2K)
Filed 2026-10-15
Bison Wealth, LLC
CLOSED
Shares0 from 4,630
Change-4,630 (-100%)
Value$0 (-$247.4K)
Filed 2026-10-13
Apollon Wealth Management, LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$209.5K)
Filed 2026-10-23
Cullen T Bankers, Inc.
CLOSED
Shares0 from 778
Change-778 (-100%)
Value$0 (-$40.8K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 338
Change-338 (-100%)
Value$0 (-$17.7K)
Filed 2026-10-15
Indiana Trust & Investment Management Co
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$16.8K)
Filed 2026-10-22
Citigroup Inc
CLOSED
Shares0 from 261
Change-261 (-100%)
Value$0 (-$13.7K)
Filed 2026-11-04
Blue Trust, Inc.
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 3,364,175
Change-3,364,175 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,294,923
Change-2,294,923 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,401,573
Change-1,401,573 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,238,170
Change-1,238,170 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 988,454
Change-988,454 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 814,323
Change-814,323 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 773,171
Change-773,171 (-100%)
Value—
UBS Group AG
N/A
Shares— from 724,245
Change-724,245 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 586,023
Change-586,023 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 485,942
Change-485,942 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 378,708
Change-378,708 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 357,978
Change-357,978 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 287,565
Change-287,565 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 263,132
Change-263,132 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 249,413
Change-249,413 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 244,859
Change-244,859 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 221,217
Change-221,217 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 219,111
Change-219,111 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 205,876
Change-205,876 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 184,303
Change-184,303 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 183,696
Change-183,696 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 176,265
Change-176,265 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 133,393
Change-133,393 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 129,860
Change-129,860 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 128,507
Change-128,507 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 109,239
Change-109,239 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 101,745
Change-101,745 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 93,733
Change-93,733 (-100%)
Value—
&partners
N/A
Shares— from 77,982
Change-77,982 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 75,403
Change-75,403 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 71,740
Change-71,740 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 63,368
Change-63,368 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 62,160
Change-62,160 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 60,789
Change-60,789 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 55,675
Change-55,675 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 51,713
Change-51,713 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 43,941
Change-43,941 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 43,585
Change-43,585 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 36,049
Change-36,049 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 34,026
Change-34,026 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 33,232
Change-33,232 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 28,890
Change-28,890 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 28,603
Change-28,603 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 25,649
Change-25,649 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 24,897
Change-24,897 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 24,198
Change-24,198 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 23,073
Change-23,073 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 19,913
Change-19,913 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 19,756
Change-19,756 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 16,133
Change-16,133 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 14,930
Change-14,930 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 14,201
Change-14,201 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,285
Change-11,285 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,997
Change-10,997 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 10,724
Change-10,724 (-100%)
Value—
FMR LLC
N/A
Shares— from 10,591
Change-10,591 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,383
Change-9,383 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 8,769
Change-8,769 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,916
Change-7,916 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,968
Change-6,968 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,574
Change-6,574 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 6,559
Change-6,559 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 6,432
Change-6,432 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,396
Change-6,396 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 6,383
Change-6,383 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,694
Change-5,694 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 5,478
Change-5,478 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 4,842
Change-4,842 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,771
Change-4,771 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 4,428
Change-4,428 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,679
Change-3,679 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,284
Change-3,284 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,777
Change-2,777 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,540
Change-2,540 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 893
Change-893 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 572
Change-572 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 456
Change-456 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 35
Change-35 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED3,197,9823,182,488+15,494+0%$166.7M$166.0M-$723.4K2026-11-06
Falcon Wealth Planning
INCREASED1,066,194998,941+67,253+7%$52.3M$55.3M+$3.0M2026-11-06
Creative Planning
INCREASED954,690941,951+12,739+1%$49.3M$49.5M+$209.0K2026-11-02
Trilogy Capital Inc.
INCREASED791,286784,789+6,497+1%$41.1M$41.1M-$39.5K2026-10-20
Capital Wealth Management, LLC
INCREASED465,892451,633+14,259+3%$23.7M$24.2M+$523.3K2026-10-27
Hunter Associates Investment Management LLC
DECREASED414,748414,813-650%$21.7M$21.5K-$21.7M2026-10-26
Marietta Wealth Management, LLC
DECREASED385,730389,425-3,695-1%$20.4M$20.0M-$421.1K2026-10-22
Summit Asset Management, LLC
DECREASED381,373384,135-2,762-1%$20.1M$19.8M-$327.7K2026-11-05
Wealth Management Resources, Inc.
INCREASED336,169329,179+6,990+2%$17.2M$17.4M+$204.8K2026-10-21
Dynamic Advisor Solutions LLC
INCREASED264,173259,307+4,866+2%$13.6M$13.7M+$128.1K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED239,644247,150-7,506-3%$12.9M$12.4K-$12.9M2026-11-02
Solano Wealth Investment Advisors LLC
INCREASED230,574226,834+3,740+2%$11.9M$12.0M+$85.2K2026-11-06
Melone Private Wealth, LLC
INCREASED213,102205,264+7,838+4%$10.8M$11.1M+$308.3K2026-10-16
Eagle Strategies LLC
DECREASED208,449247,960-39,511-16%$13.0M$10.8M-$2.2M2026-10-16
VestGen Advisors, LLC
DECREASED194,404228,114-33,710-15%$11.9M$10.1M-$1.9M2026-10-27
Lido Advisors, LLC
INCREASED186,074180,438+5,636+3%$9.5M$9.7M+$205.8K2026-11-04
Berkeley, Inc
INCREASED177,829177,474+355+0%$9.3M$9.2M-$66.8K2026-10-20
Concurrent Investment Advisors, LLC
DECREASED176,163180,821-4,658-3%$9.5M$9.1M-$328.6K2026-10-16
Farther Finance Advisors, LLC
INCREASED166,263158,083+8,180+5%$8.3M$8.6M+$349.3K2026-10-08
Americana Partners, LLC
DECREASED103,896108,750-4,854-4%$5.7M$5.4M-$304.2K2026-10-28
Kestra Advisory Services, LLC
INCREASED102,688100,671+2,017+2%$5.3M$5.3M+$56.4K2026-11-02
Commonwealth Equity Services, LLC
DECREASED101,280104,773-3,493-3%$5.5M$5.3M-$231.6K2026-11-02
Laurel OAK Wealth Management, LLC
INCREASED94,63893,706+932+1%$4.9M$4.9M+$3.4K2026-10-19
Adamsbrown Wealth Consultants LLC
DECREASED87,56188,838-1,277-1%$4.7M$4.5M-$108.9K2026-10-20
Wealth Enhancement Advisory Services, LLC
DECREASED80,04682,849-2,803-3%$4.4M$4.1M-$224.8K2026-10-13
Oppenheimer & Co Inc
INCREASED75,00771,692+3,315+5%$3.8M$3.9M+$137.6K2026-10-26
Gaddis Premier Wealth Advisors LLC
DECREASED74,826330,551-255,725-77%$17.3M$3.9M-$13.4M2026-10-29
Western Wealth Management, LLC
DECREASED71,92671,931-50%$3.8M$3.7M-$34.7K2026-11-09
IFP Advisors, Inc
INCREASED70,43366,869+3,564+5%$3.5M$3.7M+$152.9K2026-10-16
R2 Capital Strategies, LLC
INCREASED70,29467,839+2,455+4%$3.6M$3.6M+$94.9K2026-10-15
Kestra Private Wealth Services, LLC
DECREASED66,947119,686-52,739-44%$6.3M$3.5M-$2.8M2026-11-06
Trinity Wealth Management, LLC
DECREASED66,803239,282-172,479-72%$12.5M$3.5M-$9.1M2026-10-13
Prism Advisors, Inc.
DECREASED66,74372,524-5,781-8%$3.8M$3.4M-$358.2K2026-10-09
D.A. Davidson & Co.
INCREASED62,46860,243+2,225+4%$3.2M$3.2M+$86.6K2026-10-28
Choreo, LLC
NEW59,647—+59,647——$3.1M—2026-10-28
Sculati Wealth Management, LLC
DECREASED56,99358,802-1,809-3%$3.1M$2.9M-$111.8K2026-10-19
Nvest Wealth Strategies, Inc.
DECREASED55,52178,033-22,512-29%$4.1M$2.9M-$1.2M2026-10-14
Platform Technology Partners
INCREASED55,18250,230+4,952+10%$2.6M$2.9M+$232.9K2026-11-02
Old National Bancorp
UNCHANGED46,57846,57800%$2.4M$2.4M-$22.4K2026-10-20
Mach-1 Financial Group, LLC
INCREASED45,33840,403+4,935+12%$2.1M$2.4M+$236.7K2026-11-06
Dhjj Financial Advisors, Ltd.
DECREASED40,42743,028-2,601-6%$2.3M$2.1M-$155.6K2026-10-23
Choice Wealth Advisors LLC
DECREASED39,26242,460-3,198-8%$2.2M$2.0M-$186.3K2026-10-16
Focus Financial Network, Inc.
DECREASED38,61038,720-1100%$2.0M$2.0M-$24.3K2026-10-14
Bank of New York Mellon Corp
DECREASED38,50138,502-10%$2.0M$2.0M-$18.5K2026-11-05
Provident Wealth Management, LLC
DECREASED37,38740,406-3,019-7%$2.1M$1.9M-$176.0K2026-10-20
Greykasell Wealth Strategies, Inc.
DECREASED36,65137,052-401-1%$1.9M$1.9M-$38.6K2026-11-09
Southland Equity Partners LLC
INCREASED35,24034,765+475+1%$1.8M$1.8M+$7.9K2026-10-14
Valley National Advisers Inc
INCREASED33,85333,635+218+1%$1.8M$1.8M-$4.8K2026-10-23
Sowell Financial Services LLC
INCREASED32,26831,491+777+2%$1.6M$1.7M+$25.2K2026-10-23
Sheets Smith Wealth Management
UNCHANGED32,23532,23500%$1.7M$1.7M-$15.5K2026-10-16
Merit Financial Group, LLC
DECREASED31,56733,009-1,442-4%$1.7M$1.6M-$90.7K2026-11-06
XY Planning Network, Inc.
DECREASED29,93930,335-396-1%$1.6M$1.6M-$35.1K2026-10-14
Great Valley Advisor Group, Inc.
DECREASED28,85436,642-7,788-21%$1.9M$1.5M-$421.8K2026-11-09
Brookstone Capital Management
INCREASED28,42124,623+3,798+15%$1.3M$1.5M+$185.3K2026-10-22
Geneos Wealth Management Inc.
INCREASED26,89524,620+2,275+9%$1.3M$1.4M+$106.2K2026-11-09
Stonebridge Wealth Management, LLC
DECREASED26,24427,755-1,511-5%$1.5M$1.4M-$91.7K2026-10-09
Diversify Wealth Management, LLC
DECREASED25,44127,647-2,206-8%$1.5M$1.3M-$130.1K2026-10-20
Diversify Advisory Services, LLC
DECREASED25,44127,647-2,206-8%$1.5M$1.3M-$130.1K2026-10-20
Northbridge Financial Group, LLC
DECREASED24,93626,211-1,275-5%$1.4M$1.3M-$74.5K2026-11-05
United Advisor Group, LLC
DECREASED23,71424,993-1,279-5%$1.3M$1.2M-$78.4K2026-11-03
Nwam LLC
INCREASED23,09123,058+33+0%$1.2M$1.2M-$9.4K2026-11-09
RFG Advisory, LLC
NEW22,998—+22,998——$1.2M—2026-11-03
J.W. Cole Advisors, Inc.
DECREASED22,46924,152-1,683-7%$1.3M$1.2M-$99.0K2026-11-05
Drive Wealth Management, LLC
DECREASED21,62123,136-1,515-7%$1.2M$1.1M-$89.7K2026-11-09
Jacobi Capital Management LLC
INCREASED21,47120,933+538+3%$1.1M$1.1M+$17.9K2026-11-05
Sloy Dahl & Holst, LLC
INCREASED21,39821,362+36+0%$1.1M$1.1M-$8.4K2026-10-14
Northstar Asset Management Co
UNCHANGED20,85520,85500%$1.1M$1.1M+$1.5K2026-10-22
First Heartland Consultants, Inc.
DECREASED20,84221,214-372-2%$1.1M$1.1M-$29.5K2026-10-08
Prospera Financial Services Inc
DECREASED19,74819,981-233-1%$1.0M$1.0M-$23.6K2026-11-04
TopTier Wealth Management, LLC
DECREASED18,28118,331-500%$960.2K$948.8K-$11.4K2026-10-16
Titleist Asset Management, LLC
DECREASED17,27517,582-307-2%$920.9K$896.6K-$24.4K2026-10-08
Cordatus Wealth Management LLC
DECREASED16,45816,822-364-2%$881.1K$854.2K-$27.0K2026-10-19
PFG Advisors
DECREASED15,48316,862-1,379-8%$883.2K$803.5K-$79.7K2026-10-16
Capital Advisors, Ltd. LLC
INCREASED15,33015,327+3+0%$803$796-$72026-10-27
Colorado Capital Management, Inc.
UNCHANGED14,91114,91100%$781$774-$72026-10-15
Redhawk Wealth Advisors, Inc.
DECREASED14,75520,373-5,618-28%$1.1M$765.8K-$301.4K2026-10-14
Earned Wealth Advisors, LLC
INCREASED14,39814,365+33+0%$752.5K$747.3K-$5.2K2026-11-06
Wealthcare Advisory Partners LLC
DECREASED14,39415,305-911-6%$801.7K$747.1K-$54.6K2026-10-21
Summit Wealth Group LLC / Co
DECREASED13,78724,541-10,754-44%$1.3M$715.6K-$569.9K2026-10-29
Insight 2811, Inc.
UNCHANGED13,21913,21900%$692.4K$686.1K-$6.3K2026-11-06
World Equity Group, Inc.
INCREASED12,90310,712+2,191+20%$561.1K$669.7K+$108.6K2026-10-14
Park Avenue Securities LLC
DECREASED12,30912,525-216-2%$656.0K$639-$655.4K2026-10-26
Avestar Capital, LLC
DECREASED10,80210,808-60%$566.1K$560.6K-$5.5K2026-10-28
Nations Financial Group Inc,
INCREASED10,45910,203+256+3%$534.5K$542.8K+$8.4K2026-11-05
Pension & Wealth Management Advisors, Inc.
UNCHANGED10,00010,00000%$523.8K$519.0K-$4.8K2026-10-16
Parallel Advisors, LLC
DECREASED9,6219,638-170%$504.9K$499.3K-$5.5K2026-11-03
Centerpoint Advisory Group
DECREASED9,5629,929-367-4%$520.1K$496.3K-$23.8K2026-10-23
Strategic Family Wealth Counselors, L.L.C.
INCREASED8,5798,578+1+0%$449.3K$445.3K-$4.0K2026-10-29
Yankcom Partnership
UNCHANGED8,4008,40000%$440.0K$436.0K-$4.0K2026-10-15
Ashton Thomas Private Wealth, LLC
NEW8,267—+8,267——$429.1K—2026-11-03
MTM Investment Management, LLC
UNCHANGED8,0058,00500%$419.3K$415.5K-$3.8K2026-10-30
Fifth Third Bancorp
INCREASED7,8697,274+595+8%$381.0K$408.4K+$27.4K2026-11-05
HB Wealth Management, LLC
UNCHANGED7,5007,50000%$392.9K$389.3K-$3.6K2026-10-23
QTR Family Wealth, LLC
INCREASED7,2477,238+9+0%$379.1K$376.1K-$3.0K2026-11-02
Truist Financial Corp
DECREASED6,9727,253-281-4%$379.9K$361.8K-$18.1K2026-10-30
Foronjy Financial LLC
DECREASED6,8416,893-52-1%$361.1K$355.1K-$6.0K2026-10-14
Thoroughbred Financial Services, LLC
DECREASED6,7557,072-317-4%$370.0K$350-$369.7K2026-11-09
Clark Asset Management, LLC
UNCHANGED6,6826,68200%$350.0K$346.8K-$3.2K2026-10-19
Willner & Heller, LLC
DECREASED6,6807,051-371-5%$369.3K$346.7K-$22.6K2026-10-28
Cardinal Point Capital Management ULC
UNCHANGED6,3506,35000%$332.6K$329.6K-$3.0K2026-10-21
Ifrah Financial Services, Inc.
DECREASED6,2866,343-57-1%$332.2K$326.3K-$6.0K2026-10-13
Insight Advisors, LLC/ PA
DECREASED6,0496,527-478-7%$341.9K$314.0K-$27.9K2026-10-22
HighTower Advisors, LLC
DECREASED6,0147,648-1,634-21%$400.6K$312.1K-$88.5K2026-11-10
Bfsg, LLC
UNCHANGED5,6645,66400%$296.7K$294.0K-$2.7K2026-10-30
Aspen Investment Management Inc
UNCHANGED5,5005,50000%$288$285-$32026-11-05
Partners Wealth Management, LLC
NEW5,294—+5,294——$274.8K—2026-10-28
Amplius Wealth Advisors, LLC
UNCHANGED5,1805,18000%$271.3K$268.8K-$2.5K2026-10-20
Thrivent Financial for Lutherans
UNCHANGED4,6264,62600%$242.0K$240-$241.8K2026-11-05
Family Investment Center, Inc.
DECREASED4,5754,604-29-1%$241.1K$237.5K-$3.7K2026-10-19
Koshinski Asset Management, Inc.
UNCHANGED4,5714,57100%$239.4K$237.2K-$2.2K2026-10-29
StoneX Group Inc.
DECREASED4,1555,079-924-18%$262.1K$217.7K-$44.4K2026-11-03
Clearstead Advisors, LLC
UNCHANGED4,1114,11100%$215.3K$213.4K-$2.0K2026-11-06
Townsend Asset Management Corp
UNCHANGED4,0144,01400%$210.3K$208.3K-$1.9K2026-10-29
Signature Equity Partners, LLC
DECREASED3,9174,134-217-5%$216.6K$203.3K-$13.3K2026-10-29
Assetmark, Inc
INCREASED3,7363,379+357+11%$177.0K$193.9K+$16.9K2026-10-21
First Financial Corp
UNCHANGED3,2503,25000%$170.2K$168.7K-$1.6K2026-10-13
Root Financial Partners, LLC
NEW3,155—+3,155——$163.7K—2026-10-21
DiNuzzo Private Wealth, Inc.
UNCHANGED3,0903,09000%$161.9K$160.4K-$1.5K2026-10-16
Pinnacle Bancorp, Inc.
UNCHANGED3,0753,07500%$161.1K$159.6K-$1.5K2026-10-21
Versant Capital Management, Inc
UNCHANGED3,0633,06300%$160.4K$159.0K-$1.5K2026-10-02
AlphaCore Capital LLC
DECREASED3,0323,304-272-8%$173.1K$157.3K-$15.7K2026-11-04
Allworth Financial LP
UNCHANGED2,9842,98400%$156.3K$156.3K$02026-11-06
Key Capital Management, Inc
UNCHANGED2,9112,91100%$152.5K$151.1K-$1.4K2026-11-03
Mather Group, Llc.
NEW2,525—+2,525——$131.0K—2026-10-14
Lanark Financial, Inc.
INCREASED2,0562,047+9+0%$107.2K$106.7K-$5152026-10-26
IAG Wealth Partners, LLC
UNCHANGED1,9731,97300%$103.3K$102.4K-$9472026-11-06
Tompkins Financial Corp
UNCHANGED1,5561,55600%$81.5K$80.8K-$7472026-10-05
Markowski Investments
INCREASED1,390670+720+107%$35.1K$72.1K+$37.0K2026-10-30
MeadowBrook Investment Advisors LLC
UNCHANGED1,3801,38000%$72.3K$71.4K-$8972026-10-29
Compass Financial Management LLC
DECREASED1,3221,338-16-1%$70.1K$68.6K-$1.5K2026-10-30
Private Trust Co NA
INCREASED1,046100+946+946%$5.2K$54.3K+$49.0K2026-10-20
CoreCap Advisors, LLC
DECREASED1,0371,229-192-16%$64.4K$53.8K-$10.6K2026-10-08
Bank of Montreal
INCREASED933602+331+55%$31.5K$48.4K+$16.9K2026-11-09
Jnba Financial Advisors
UNCHANGED91091000%$47.7K$47.2K-$4372026-11-03
Bessemer Group Inc
DECREASED868878-10-1%$46.0K$45-$46.0K2026-11-09
KFG LLC
NEW773—+773——$40.1K—2026-11-02
Halbert Hargrove Global Advisors, LLC
UNCHANGED75075000%$39.3K$38.9K-$3602026-10-16
PNC Financial Services Group, Inc.
DECREASED7262,665-1,939-73%$139.6K$37.7K-$101.9K2026-11-06
Smithfield Trust Co
NEW488—+488——$25—2026-11-09
Hurley Capital, LLC
INCREASED482481+1+0%$25.2K$25.0K-$1712026-11-05
Accordant Advisory Group Inc
UNCHANGED43943900%$23.0K$22.8K-$2102026-10-29
Barrett & Company, Inc.
UNCHANGED34234200%$17.9K$17.8K-$1642026-10-22
Rosenberg Matthew Hamilton
NEW303—+303——$15.7K—2026-10-05
Latitude Advisors, LLC
NEW246—+246——$12.8K—2026-10-27
General Partner, Inc.
UNCHANGED22522500%$11.8K$11.7K-$1082026-10-05
Decker Retirement Planning Inc.
NEW149—+149——$7.7K—2026-10-19
Cheviot Value Management, LLC
UNCHANGED11611600%$6.1K$6.0K-$562026-11-09
Pflug Koory, LLC
UNCHANGED696900%$3.6K$3.6K-$242026-10-26
Ashton Thomas Securities, LLC
UNCHANGED676700%$3.5K$3.5K-$322026-10-26
Ascentis Independent Advisors
NEW66—+66——$3.4K—2026-11-03
Harbour Investments, Inc.
DECREASED31193-162-84%$10.1K$1.6K-$8.5K2026-11-09
Trust Co
UNCHANGED242400%$1.3K$1.3K-$122026-10-09
Kingdom Financial Group Llc.
NEW14—+14——$714—2026-11-04
Mission Wealth Management, LP
CLOSED022,189-22,189-100%$1.2M$0-$1.2M2026-10-15
Montis Financial, LLC
CLOSED06,105-6,105-100%$319.8K$0-$319.8K2026-11-04
Facet Wealth, Inc.
CLOSED05,621-5,621-100%$294.4K$0-$294.4K2026-11-04
Atria Investments, Inc
CLOSED05,349-5,349-100%$280.2K$0-$280.2K2026-10-15
Bison Wealth, LLC
CLOSED04,630-4,630-100%$247.4K$0-$247.4K2026-10-13
Apollon Wealth Management, LLC
CLOSED04,000-4,000-100%$209.5K$0-$209.5K2026-10-23
Cullen T Bankers, Inc.
CLOSED0778-778-100%$40.8K$0-$40.8K2026-10-28
AdvisorNet Financial, Inc
CLOSED0338-338-100%$17.7K$0-$17.7K2026-10-15
Indiana Trust & Investment Management Co
CLOSED0320-320-100%$16.8K$0-$16.8K2026-10-22
Citigroup Inc
CLOSED0261-261-100%$13.7K$0-$13.7K2026-11-04
Blue Trust, Inc.
CLOSED090-90-100%$4.7K$0-$4.7K2026-10-15
Morgan Stanley
N/A—3,364,175-3,364,175-100%$176.2M———
Bank of America Corp
N/A—2,294,923-2,294,923-100%$120.2M———
Ameritas Advisory Services, LLC
N/A—1,401,573-1,401,573-100%$73.4M———
Raymond James Financial Inc
N/A—1,238,170-1,238,170-100%$64.9M———
AE Wealth Management LLC
N/A—988,454-988,454-100%$51.8M———
Stifel Financial Corp
N/A—814,323-814,323-100%$42.7M———
Envestnet Asset Management Inc
N/A—773,171-773,171-100%$40.5M———
UBS Group AG
N/A—724,245-724,245-100%$37.9M———
Ameriprise Financial Inc
N/A—586,023-586,023-100%$30.7M———
Osaic Holdings, Inc.
N/A—485,942-485,942-100%$25.5M———
Wescap Management Group, Inc.
N/A—378,708-378,708-100%$19.8M———
Northwestern Mutual Wealth Management Co
N/A—357,978-357,978-100%$18.8M———
Wells Fargo & Company
N/A—287,565-287,565-100%$15.1M———
Prepared Retirement Institute LLC
N/A—263,132-263,132-100%$13.8M———
Pathstone Holdings, LLC
N/A—249,413-249,413-100%$13.1M———
Curi Capital, LLC
N/A—244,859-244,859-100%$12.8M———
Mariner, LLC
N/A—221,217-221,217-100%$11.6M———
Cetera Investment Advisers
N/A—219,111-219,111-100%$11.5M———
AssuredPartners Investment Advisors, LLC
N/A—205,876-205,876-100%$10.8M———
Wealthspire Retirement, LLC
N/A—184,303-184,303-100%$9.7M———
Argo Wealth Advisory, LLC
N/A—183,696-183,696-100%$9.6M———
Royal Bank of Canada
N/A—176,265-176,265-100%$9.2M———
Jones Financial Companies Lllp
N/A—133,393-133,393-100%$6.9M———
MML Investors Services, LLC
N/A—129,860-129,860-100%$6.8M———
United Capital Financial Advisors, LLC
N/A—128,507-128,507-100%$6.7M———
Private Advisor Group, LLC
N/A—109,239-109,239-100%$5.7M———
NewEdge Advisors, LLC
N/A—101,745-101,745-100%$5.3M———
Sachetta, LLC
N/A—93,733-93,733-100%$4.9M———
&partners
N/A—77,982-77,982-100%$4.1M———
Principal Securities, Inc.
N/A—75,403-75,403-100%$3.9M———
Rockefeller Capital Management L.P.
N/A—71,740-71,740-100%$3.8M———
JPMorgan Chase & Co
N/A—63,368-63,368-100%$3.3M———
Fortis Capital Management LLC
N/A—62,160-62,160-100%$3.3M———
Baird Financial Group, Inc.
N/A—60,789-60,789-100%$3.2M———
Hobbs Group Advisors, LLC
N/A—55,675-55,675-100%$2.9M———
Mutual Advisors, LLC
N/A—51,713-51,713-100%$2.7M———
Mercer Global Advisors Inc
N/A—43,941-43,941-100%$2.3M———
Global Retirement Partners, LLC
N/A—43,585-43,585-100%$2.3M———
World Investment Advisors
N/A—36,049-36,049-100%$1.7M———
Citadel Advisors LLC
N/A—34,026-34,026-100%$1.8M———
Core Wealth Advisors, Inc.
N/A—33,232-33,232-100%$1.7M———
Perspective Wealth Advisors LLC
N/A—28,890-28,890-100%$1.5M———
Rehmann Capital Advisory Group
N/A—28,603-28,603-100%$1.5M———
Goldman Sachs Group Inc
N/A—25,649-25,649-100%$1.3M———
Stratos Wealth Partners, Ltd.
N/A—24,897-24,897-100%$1.3M———
Sanctuary Advisors, LLC
N/A—24,198-24,198-100%$1.3M———
Cozad Asset Management Inc
N/A—23,073-23,073-100%$1.2M———
Denver Wealth Management, Inc.
N/A—19,913-19,913-100%$1.0M———
SageView Advisory Group, LLC
N/A—19,756-19,756-100%$1.0M———
Integrated Wealth Concepts LLC
N/A—16,133-16,133-100%$845.1K———
Pursuit Wealth Strategies, LLC
N/A—14,930-14,930-100%$782.0K———
Fiduciary Financial Advisors
N/A—14,201-14,201-100%$743.8K———
IHT Wealth Management, LLC
N/A—11,285-11,285-100%$591.1K———
Equitable Holdings, Inc.
N/A—10,997-10,997-100%$576.0K———
Steward Partners Investment Advisory, LLC
N/A—10,724-10,724-100%$561.7K———
FMR LLC
N/A—10,591-10,591-100%$554.8K———
Susquehanna International Group, LLP
N/A—9,383-9,383-100%$491.5K———
MAI Capital Management
N/A—8,769-8,769-100%$459.3K———
Arax Advisory Partners
N/A—7,916-7,916-100%$414.7K———
AQR Capital Management LLC
N/A—6,968-6,968-100%$365.0K———
PFG Investments, LLC
N/A—6,574-6,574-100%$344.3K———
Astoria Portfolio Advisors Llc.
N/A—6,559-6,559-100%$343.6K———
Northern Trust Corp
N/A—6,432-6,432-100%$336.9K———
Cerity Partners LLC
N/A—6,396-6,396-100%$335.0K———
Bogart Wealth, LLC
N/A—6,383-6,383-100%$334.3K———
OneDigital Investment Advisors LLC
N/A—5,694-5,694-100%$298.3K———
Beacon Pointe Advisors, LLC
N/A—5,478-5,478-100%$286.9K———
Essex Financial Services, Inc.
N/A—5,000-5,000-100%$261.9K———
SEI Investments Co
N/A—4,842-4,842-100%$253.6K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,771-4,771-100%$249.9K———
Garden State Investment Advisory Services LLC
N/A—4,428-4,428-100%$231.9K———
EP Wealth Advisors, LLC
N/A—3,679-3,679-100%$192.7K———
Medallion Wealth Advisors, LLC
N/A—3,284-3,284-100%$172.0K———
O'shaughnessy Asset Management, LLC
N/A—2,777-2,777-100%$145.5K———
UBS Asset Management Americas LLC
N/A—2,540-2,540-100%$133.0K———
Glenmede Trust Co NA
N/A—1,534-1,534-100%$80.4K———
National Bank of Canada
N/A—1,485-1,485-100%$77.6K———
Aptus Capital Advisors, LLC
N/A—893-893-100%$46.8K———
TD Capital Management LLC
N/A—877-877-100%$45.9K———
Glen Eagle Advisors, LLC
N/A—572-572-100%$30.0K———
Brown Brothers Harriman & Co
N/A—456-456-100%$23.9K———
Smartleaf Asset Management LLC
N/A—254-254-100%$13.3K———
Operose Advisors LLC
N/A—99-99-100%$5.2K———
Hollencrest Capital Management
N/A—35-35-100%$1.8K———
Financial Gravity Companies, Inc.
N/A—7-7-100%$367———
Vanguard Advisers Inc
N/A—1-1-100%$55———
Showing 250 of 250 institutions